Heritage Family Offices’s Analog Devices ADI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Hold
5,808
0.59% 34
2025
Q1
$1.17M Sell
5,808
-3,878
-40% -$782K 0.6% 33
2024
Q4
$2.06M Buy
9,686
+770
+9% +$164K 1.03% 23
2024
Q3
$2.05M Sell
8,916
-233
-3% -$53.6K 1.06% 21
2024
Q2
$2.09M Buy
+9,149
New +$2.09M 1.16% 17